Credit Check
Analyst Weekly, May 19, 2025
Global markets are flashing signals that matter for the road ahead,...
Globalization, Interrupted
Starting your day with Colombian coffee brewed in a German-designed machine, while checking emails...
Trade-Offs and Tailwinds
Markets caught a breather as trade tensions cooled, at least on paper. The US struck a...
UK-US Trade Deal: A Relief, but not a Revolution
Yesterday’s UK-US trade deal may not dismantle Trump’s 10% baseline tariff, but it delivers...
Buffett’s Exit, Big Tech’s Edge
Warren Buffett is making headlines with his retirement, marking the end of an era at Berkshire....
Crunch Time for Tech
Markets faced a whirlwind of tariffs, CEO warnings, and Big Tech reality checks last week. Policy...
Improvement in Trade War Rhetoric Lifts FTSE Banks But Their Strength Runs Deeper
Recent rally in FTSE 100 stocks with Chinese exposure, reflects growing investor optimism as...
Positioning Portfolios for Dollar Depreciation
The recent downward trend in the US dollar is more than a macro footnote- it has clear implications...
All That Glitters
As George Soros once said: “When a long-term trend loses its momentum, short-term volatility tends...
Why UAE dividend stocks are worth watching
Global dividends reached a record $1.75 trillion in 2024, marking a 6.6% increase from 2024 and...